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Dynasty Wealth Management’s UnitedHealth UNH Stock Holding History

Dynasty Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$413K Sell
994
-547
-35% -$203K ﹤0.01% 283
2026
Q1 		$417K Buy
1,541
+217
+16% +$64.6K ﹤0.01% 254
2025
Q4 		$437K Buy
1,324
+518
+64% +$176K ﹤0.01% 249
2025
Q3 		$278K Buy
+806
New +$244K ﹤0.01% 269
2025
Q2 		– Sell
-10,771
Closed -$5.59M – 255
2025
Q1 		$5.59M Buy
10,771
+80
+0.7% +$40.9K 0.09% 54
2024
Q4 		$5.41M Sell
10,691
-165
-2% -$93.8K 0.09% 64
2024
Q3 		$6.35M Sell
10,856
-789
-7% -$446K 0.19% 40
2024
Q2 		$5.93M Buy
11,645
+159
+1% +$77.9K 0.17% 48
2024
Q1 		$5.68M Buy
+11,486
New +$5.84M 0.18% 41
2018
Q4 		– Sell
-1,684
Closed -$448K – 95
2018
Q3 		$448K Buy
+1,684
New +$438K 0.58% 45

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dynasty Wealth Management's UNH Position: Q2 2026 in Review

Dynasty Wealth Management reduced its UnitedHealth (UNH) stake by 35% in Q2 2026, selling an estimated $203K and leaving 994 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Dynasty Wealth Management first reported a position in UNH in Q3 2018 and has held it in 10 quarters since. The position peaked at $6.35M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Dynasty Wealth Management held 994 shares of UnitedHealth worth $413K as of Q2 2026.
  • Dynasty Wealth Management sold 547 UnitedHealth shares in Q2 2026, an estimated $203K.
  • UnitedHealth made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Dynasty Wealth Management first reported a position in UnitedHealth in Q3 2018 and has held it in 10 quarters since.
  • Dynasty Wealth Management's UnitedHealth position peaked at $6.35M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.